IAM Advisory, LLC
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Why follow IAM Advisory, LLC right now?
IAM Advisory's Q1 2026 13F-HR reports $446M across 95 positions, with the top ten concentrated in ETFs oriented toward dividend growth and fixed income. CGDV and DGRW together account for 27% of the portfolio; NOBL adds a further 9.1%, giving dividend-focused equity ETFs dominant weight. Fixed income exposure runs through CGCP (6.4%) and CGSD (3.3%). The sole notable equity addition was Alphabet, where shares increased 22% quarter-over-quarter.
Quarterly returns versus SPY have been mixed across four periods: the portfolio outperformed in Q2 2025 (+5.9% alpha) but trailed in each subsequent quarter, including -4.6% alpha in Q1 2026. Past performance is not indicative of future results.
Generated from public SEC filings. Not investment advice.…
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Source: 13F-HRRecent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · IAM Advisory, LLC
active pattern signalSource data: SEC EDGAR · 13F-HR filings · Performance through 2026-03-31 · Last refreshed 13:41 UTC.